Trump Administration Portfolio

The chart shows the growth of an initial investment of $10,000 in Trump Administration Portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every 3 months.

Based on dividend-adjusted daily data since Oct 2, 2023, Trump Administration Portfolio's average daily return is +0.24%, while the average monthly return is +5.57%. At this rate, an investment would double in approximately 1.1 years.

Historically, 55% of months were positive and 45% were negative. The best month was Apr 2026 with a return of +104.9%, while the worst month was Apr 2024 at -26.4%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 3 months.

On a daily basis, Trump Administration Portfolio closed higher 50% of trading days. The best single day was Apr 24, 2026 with a return of +20.7%, while the worst single day was Aug 2, 2024 at -24.2%.

Trump Administration Portfolio has an annualized alpha of 24.53%, beta of 1.82, and R2 of 0.24 versus S&P 500 Index. Calculated based on daily prices since October 02, 2023.

• This portfolio captured 341.47% of S&P 500 Index gains and 221.86% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• R2 of 0.24 means this portfolio moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Trump Administration Portfolio has an expense ratio of 0.00%, meaning no management fees are charged. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

Trump Administration Portfolio ranks 98 for risk / return — in the top 98% of Portfolios on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below presents risk-adjusted performance metrics for Trump Administration Portfolio and compares them with S&P 500 Index.

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Trump Administration Portfolio Sharpe ratios as of Jun 10, 2026 (values are recalculated daily):

• 1-Year: 5.83
• All Time: 0.98

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 1.54 to 2.39, this portfolio's current Sharpe ratio is in the top 25%. This signifies superior risk-adjusted performance, meaning the portfolio is delivering strong returns for the level of risk taken compared to most others.

The chart below shows the rolling Sharpe ratio of Trump Administration Portfolio compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Trump Administration Portfolio provided a 0.00% dividend yield over the last twelve months.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Trump Administration Portfolio. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Trump Administration Portfolio was 60.26%, occurring on Aug 7, 2024. Recovery took 307 trading sessions.

The current Trump Administration Portfolio drawdown is 16.82%.

The chart below shows the rolling one-month volatility.